Next Level Tax Planning to Differentiate Your Firm
Top 10 Things you should know about taxes to help answer 90% of your client's questions.
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Understand key tax concepts like brackets, taxable income, capital gains, and the NIIT
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Advise clients on tax planning strategies, including Roth conversions, NUA, and managing IRMAA and Social Security taxability
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Guide self-employed clients on tax obligations and estimated payments to ensure compliance and optimize tax outcomes
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Income Lab | Caribou Webinar
We had a few questions come through about ACA credit planning. Justin referred to a webinar Income Lab did with Caribou earlier this year. You can catch it on demand at the link below.
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